New

Portfolio Aggregation Service Team Professional

SEI
parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan
United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
Mar 17, 2026
Private Banking is seeking an enthusiastic, self-motivated, goal-oriented individual to join the Portfolio Aggregation Services Team.The Team is a group of quick-thinking, problem-solving individuals within SEI that set a high bar of superior customer service.The team is a leveraged team working with both the SEI Wealth Platform and the SEI Trust 3000 Platform. The position involves exception processing, implementation and working with Clients, Aggregators and Custodians to allow the client to include non-custodial accounts in a holistic approach within the US Private Banking Business. What you will do: Coordinatingcommunication with external and internal partners to ensure consistent, efficient and ongoing support of the client Incorporating workflows, procedures and outputs to better serve our clients Preparing and processing error-free transactions accurately and in a timely manner, according to client instructions and according to SEI procedure Reviewing, analyzing, and entering client information and transactions into multiple systems Respond to client inquiries in a timely, accurate and professional manner Perform effectively independently, as well as in a team environment Where required, train and mentor other team members Become proficient in business application tools General project management skills Other duties as assigned What we would like from you: BA/BS degree preferably in Accounting, Finance or business related field; or the equivalent in education and work experience Ability to work well under pressure, perform multiple tasks and prioritize appropriately Ability to be flexible and adapt to role and organizational changes Strong Root Cause Analysis Skills Strong relationship management skills Strong project oriented skills Excellent communication and written skills - Ability to deliver clear concise messages to client and internal counterparts Strong time management skills Ability to examine and maintain policies and procedures Must be detail oriented and have effective listening skills Ability to work early hours SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more... After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.